Felra & Ufcw Pension Plan — Form 5500 plan (Board Of Trustees, Felra & Ufcw Pension)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Felra & Ufcw Pension Plan is a benefit plan reported by Board Of Trustees, Felra & Ufcw Pension under EIN 52-6128473 and plan number 001. The latest loaded filing year is 2023. The filing reports 42,869 participants and $1,409,364,742 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Felra & Ufcw Pension
- EIN
- 52-6128473
- Plan number
- 001
- Plan type
- 1
- Location
- Sparks, MD
- Latest filing year
- 2023
- Participants
- 42,869
- End-of-year plan assets
- $1,409,364,742
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 42,869 | H, C | 20241012092037NAL0046437490005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,409,364,742
- Total liabilities (EOY)
- $2,518,495
- Net assets (EOY)
- $1,406,846,247
- Net assets (BOY)
- $1,403,075,580
Income & contributions
- Total income / additions
- $155,607,893
Expenses & distributions
- Benefits paid
- $144,217,429
- Administrative expenses
- $7,619,797
- Total expenses
- $151,837,226
- Net increase / (decrease)
- $3,770,667
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Associated Administrators, LLC | NONE | $3,243,836 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | $461,794 | $0 | 2023 |
| Investment Performance Services | NONE | $269,282 | not reported in the loaded dataset | 2023 |
| Pnc | NONE | $210,808 | $0 | 2023 |
| Cheiron, Inc | NONE | $170,527 | not reported in the loaded dataset | 2023 |
| Slevin & Hart | NONE | $131,525 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $100,570 | not reported in the loaded dataset | 2023 |
| Segall, Bryant & Hamill | NONE | $89,895 | not reported in the loaded dataset | 2023 |
| Groom Law Group | NONE | $43,132 | not reported in the loaded dataset | 2023 |
| Comerica | NONE | $18,604 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Felra & Ufcw Pension
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Sparks, MD
- Associated Administrators, LLC — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- Investment Performance Services — Schedule C compensation
- Pnc — Schedule C compensation
- Cheiron, Inc — Schedule C compensation
- Slevin & Hart — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Segall, Bryant & Hamill — Schedule C compensation
- Groom Law Group — Schedule C compensation
- Comerica — Schedule C compensation